Growth Metrics

Msc Income Fund (MSIF) Retained Earnings (2022 - 2026)

Msc Income Fund posted quarterly Retained Earnings of -$46.5 million for Q1 2026, up 29.24% year-on-year from -$36.0 million in Q1 2025, and down 7.15% on a QoQ basis from -$43.4 million in Q4 2025.

Msc Income Fund (MSIF) has 5 years of Retained Earnings data on file, last reported at -$46.5 million in Q1 2026.

  • For the quarter ending Q1 2026, Retained Earnings rose 29.24% year-over-year to -$46.5 million; the trailing twelve-month figure through Mar 2026 stood at -$46.5 million (up 29.24% YoY), and the FY2025 full-year result was -$43.4 million, up 32.95% from the prior year.
  • Retained Earnings for Q1 2026 stood at -$46.5 million, down from -$43.4 million in the prior quarter.
  • Across five years, Retained Earnings topped out at -$43.4 million in Q4 2025 and bottomed at -$76.4 million in Q1 2023.
  • The 5-year median for Retained Earnings is -$66.1 million (2025), against an average of -$64.7 million.
  • Peak annual rise in Retained Earnings reached 32.95% in 2025, while the deepest fall reached 3.04% in 2025.
  • A 5-year view of Retained Earnings shows it stood at -$74.6 million in 2022, then climbed by 14.31% to -$63.9 million in 2023, then fell by 1.26% to -$64.7 million in 2024, then soared by 32.95% to -$43.4 million in 2025, then dropped by 7.15% to -$46.5 million in 2026.
  • The last three Retained Earnings figures came in at -$46.5 million (Q1 2026), -$43.4 million (Q4 2025), and -$56.9 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 39.18 Bn
2 Blackstone 92.68 Bn 91.63 Bn - -15.77 Mn
3 Kkr 84.94 Bn 132.45 Bn - 14.08 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 180.00 Mn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 5.16 Bn
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 28.43 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 17.07 Bn
9 Ares Management 28.85 Bn 32.22 Bn - -1.66 Bn
10 Msc Income Fund 572.77 Mn 565.56 Mn - -46.50 Mn

Historic Data

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DateValue
Mar 31, 2026 -46.50 Mn
Dec 31, 2025 -43.40 Mn
Sep 30, 2025 -56.88 Mn
Jun 30, 2025 -66.39 Mn
Mar 31, 2025 -65.71 Mn
Dec 31, 2024 -64.72 Mn
Sep 30, 2024 -71.54 Mn
Jun 30, 2024 -64.44 Mn
Mar 31, 2024 -68.14 Mn
Dec 31, 2023 -63.91 Mn
Sep 30, 2023 -71.75 Mn
Jun 30, 2023 -71.13 Mn
Mar 31, 2023 -76.38 Mn
Dec 31, 2022 -74.58 Mn